Using a sales order as a call off order

Epicor ERP 10
1

Hi all,
I was wondering if anybody has done or is already doing what I am attempting to achieve. For example, a customer sends us a PO for a thousand off, of one hundred different items. We create the sales order with one hundred lines, but then we want to call off items from that order at varying intervals and quantities using separate sales orders. I would like to be informed when the total for any item has been reached and a new PO is required. I think I can handle the running total with a dashboard. It’s the connection between the Parent and Child orders that I’m not sure about.
Any help/advice much appreciated.
Best regards
Adrian

2

We do have cases like these although not with 100 lines but about 5 to 10 lines on an order. We call them Blanket orders and put “Blanket” in the PO number field of the Order Head. We use this same SO for all shipments and do not enter Sales Orders for actual shipments which all have different PO numbers from the customers.

When the customer sends a PO to release off of the Blanket order we change the release quantity and put the required date on the release. Another release is created on the same SO with the remaining quantity. If the release quantities are known in advance the releases are created at the time of entering the Blanket Order.

To keep track of the PO for the releases we use the Reference field on the Order Releases and enter the PO number as PO xxxxxxx. We have modified our Packing Slips and Invoices to take the PO number from Order Release Reference whenever the word Blanket exists in the Order Header. So the customer sees their new PO number on each document they get for 3-way matching.

Now, there is a dashboard for all such Blanket Orders which we use to keep track of remaining quantities for shipping and production purposes. Where release dates are not known we put the due date as 1.1.2069.

This way we enter the order only once and manage all shipments from that, using standard Epicor features.

Thanks

Vinay Kamboj

3

Thank you @Vinaykamboj
That is a clever way to handle the shipping but what if we want to create jobs, issue materials and labour? I’m not saying your method won’t work for us, maybe it would but I am not familiar with sales order releases and POs etc I have just been asked by our Contracts dept if there was a way to do it because at the moment we are tracking these sort of orders outside of E10 and lots of mistakes are being made.
The only thought I had was copying lines from the Parent order onto a new order with the qtys required, then deduct those qtys from the Parent order. Very long-winded but we do end up with a Child order which we can connect to the Parent order.
I do like the sound of the way you do it and if we can create jobs etc it could work for us also.

Best regards

Adrian

4

how about creating quote for 1000, when customers sends po for 100, raise sales for 100 and flow through BAU.

5

Thanks @prakash,
How will the quote be updated to show the qtys remaining on the lines? What is BAU?
Best regards
Adrian.

6

there will be a link between quote and sales. this will tell quoted order qty and actual order qty. on the fly in the screen you can calculate fulfilled qty and balance or add ud field and write bpm to store qtys remaining. Business as usual process from sales order entry.

the link between quote and sales - if sales order is created from quote screen i.e convert quote to sales order functionality.

7

Hi Adrian,

Jobs are linked to releases and not lines. So you can create jobs for some releases and leave the rest to be made later. We manage the release quantities based on past buying patterns of the customer and typically make 2 releases at a time or all of them based on quantity and needs of production efficiencies.

Thanks

Vinay Kamboj